Skip to main content
  • Home
  • About Us
    • Our Qualifications
    • Our Associates
    • Most Common Concerns
    • Your Life Events
  • Our Services
    • Retirement Savings Strategies
    • Retirement Income Planning
    • Estate and Inheritance Planning
  • Resources
    • Featured Links
    • Commercials
    • Tax Preparation Package
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Life Insurance
    • 401(k) Information Request
    • Information Request
  • Upcoming Events
    • Radio show
    • Roth Financial Radio Show
  • Contact Us

200 W. Merritt Island Cswy. Merritt Island, FL 32952

Phone:

  • 321-454-3398

Fax:

  • 321-986-8730

E-mail:

  • WealthManagement@RothFinancialGroup.com
  • LinkedIn Icon
  • Facebook Icon
  • X Icon

                                

 

 

Videos

We have interesting videos for you to watch on my site.

View Videos

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us

Please feel free to contact us with any questions.

Contact Us

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

More Videos »
Transcript

Newsletters

  • What Is Asset-Based LTCI?

    Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

  • Life Insurance Might Help During Turbulent Economic Times

    During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.

  • Teens Say Social Media Takes a Toll on Mental Health

    Many parents are concerned about the well-being of their children as they navigate the digital landscape.

  • HOT TOPIC: The Shutdown is Over: What Now?

    The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

More Newsletters »

Calculators

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators »

Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Roth Financial Group, BFCFS and BFC Planning, Inc. are independent entities.  Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.  We are registered to sell Securities in the following states: Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin.

Tax services are offered through Roth Financial Group.  BFCFS does not offer tax or legal advice.

Additional Disclosures Customer Relationship Summary (FORM CRS) and Privacy Policy

  • Privacy Policy
  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck